Callgear
CallGear is a business communication platform that enables seamless voice and text management. Integrating CallGear with Sanoflow allows businesses to track calls, manage leads, and automate customer interactions efficiently.
- Log in to your Sanoflow account.
- From the left-hand menu, go to Settings > Integrations.
- Select the Add Channel tab under the Other section.
Step 1: Navigate to Integrations
- Log in to your Sanoflow account.
- Click on Settings from the left-hand menu.
- Select Integrations and locate CallGear under the "Other" category.
- Click the + Add button next to CallGear.
Step 2: Sign in to CallGear
- After clicking Add, you will be redirected to the CallGear login page.
- Enter your CallGear credentials (email and password).
- Grant Sanoflow the necessary permissions to access your CallGear account.
Step 3: Configure CallGear in Sanoflow
- Once signed in, return to the Sanoflow integration page.
- Fill in the required fields:
- Channel Name: Give your CallGear integration a recognizable name.
- User Name: Enter your CallGear registered email.
- Password: Provide your CallGear API password.
- Virtual Number: Enter the CallGear virtual number (e.g., 00971XXXXXXXXX).
- Operator Number: Enter the operator’s phone number (e.g., 00971XXXXXXXXX).
Step 4: Save the Integration
- Click Save to finalize the setup.
- Your CallGear integration is now active, and you can manage incoming calls within Sanoflow.
1. Keep Your Call Logs Synced
- Regularly check and sync call logs between CallGear and Sanoflow to ensure all customer interactions are recorded.
2. Assign Calls to the Right Team
- Use Sanoflow’s task assignment feature to direct calls to the right department or support agent.
3. Automate Follow-ups
- Set up automated workflows in Sanoflow to follow up on missed calls and inquiries.
4. Use Call Transcriptions
- If available, enable call transcriptions to store key conversations in Sanoflow for future reference.
5. Monitor Performance with Reports
- Use Sanoflow’s reporting tools to track call volume, missed calls, and response times.
Issue | Possible Cause | Solution |
|---|---|---|
Unable to log in to CallGear | Incorrect credentials | Double-check your username and password. Reset your password if needed. |
Calls not appearing in Sanoflow | Integration sync issue | Click Update in Sanoflow's CallGear settings to reconnect the integration. |
Missed calls not being logged | API restrictions | Ensure CallGear API access is enabled for your account. |
Wrong caller details displayed | Incorrect mapping | Verify that the virtual number and operator number are correctly entered. |
Call recordings are missing | CallGear settings issue | Check CallGear settings to ensure call recording is enabled. |
1. What is CallGear, and why should I integrate it with Sanoflow?
CallGear is a business call management platform that helps track, record, and manage phone conversations. By integrating it with Sanoflow, you can centralize all customer interactions in one place.
2. Can I add multiple CallGear accounts to Sanoflow?
No, currently Sanoflow supports only one CallGear integration per account.
3. What happens if my CallGear credentials change?
You will need to update your credentials in the Sanoflow CallGear settings to maintain the integration.
4. How do I check if the integration is working?
Go to Settings > Integrations > CallGear and check the connection status. You can also make a test call to confirm if it appears in Sanoflow.
5. Can I forward calls to team members using Sanoflow?
Yes! Use Sanoflow’s automation features to route incoming calls to the right team members based on predefined conditions.
6. Are call recordings stored in Sanoflow?
No, call recordings remain in CallGear, but you can access call details within Sanoflow’s call logs.
7. Does the integration support SMS messaging?
Yes! CallGear’s SMS messaging can be used within Sanoflow for follow-ups and notifications.
8. Can I disable the integration at any time?
Yes, you can remove the integration by going to Settings > Integrations > CallGear > Remove.
9. Do I need a CallGear premium account for integration?
Yes, API access is available only for CallGear premium/business accounts.
10. My CallGear integration stopped working. What should I do?
Try the following steps:
- Re-authenticate your CallGear login.
- Click Update in Sanoflow’s CallGear settings.
- Contact CallGear support for API access issues.